IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,566
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$11.9M
3
+$11.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.15M
5
IAU icon
iShares Gold Trust
IAU
+$7.37M

Top Sells

1
+$10.2M
2
+$7.68M
3
+$5.85M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.05M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.86M

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 4.29%
3 Healthcare 4.15%
4 Financials 3.93%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$628K 0.04%
7,846
+1,576
377
$626K 0.04%
6,066
-1,069
378
$619K 0.04%
23,388
+5,190
379
$614K 0.04%
7,323
-127
380
$613K 0.04%
2,226
+945
381
$611K 0.04%
12,208
-9,972
382
$607K 0.04%
27,236
-100
383
$603K 0.04%
18,921
+270
384
$601K 0.04%
16,795
+732
385
$600K 0.04%
4,130
+69
386
$598K 0.04%
33,519
+4,529
387
$596K 0.04%
14,498
+14,271
388
$594K 0.04%
6,722
-6,260
389
$592K 0.04%
1,776
-39
390
$582K 0.03%
21,584
+11,270
391
$578K 0.03%
5,536
-3,393
392
$578K 0.03%
19,903
393
$574K 0.03%
7,208
-127,993
394
$571K 0.03%
33,379
+32,206
395
$569K 0.03%
10,862
+817
396
$569K 0.03%
27,040
+11,950
397
$557K 0.03%
8,614
+800
398
$551K 0.03%
18,987
+2,288
399
$549K 0.03%
25,484
-97
400
$547K 0.03%
21,711
+21,072
14 15
16
17 18